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Trading and Money Management in a Student-Managed Portfolio by Jason Greene, Brian Bruce

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Chapter 5

Presentations

Presentations are a common and important part of conducting business. Internal presentations facilitate a common understanding among members of a team or organization. External presentations communicate essential information to constituents, such as current or prospective clients. This chapter covers both the style and substance of the most common internal and external presentations that are made by student-managed investment funds.

Keywords

Analyst reports; business development; buy decisions; client review; client service; presentations; reports; research report; security reports; sell decisions; stock presentations; stock reports

Chapter Contents

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